Associate – Investment Banking Advisory

Department: Treasury, Investment Banking and International Business Group (TIBIG)

Job Purpose

The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Investment Banking team. The Associate Investment Banking will be responsible for working on transactions across DCM, ECM, fund structuring and corporate advisory, with focus on both public markets and private placements. The overall objective of this role is to act as a key member of the IB team providing strategic advisory to clients by formulating investment strategies and raising capital. The incumbent must possess experience of Islamic capital markets especially sukuks and other Shariah compliant structures.

Role & Responsibilities

1- Business Development Strategy

• Work with the Manager to build and cultivate client relationships by providing sophisticated financial solutions tailored to the clients' needs
• Assist the manager to identify and pursue new business opportunities, leveraging industry contacts and market knowledge
• Conduct market research and analysis to identify trends and opportunities.
• Monitor industry developments and competitive landscape to formulate business strategy.

2- Advisory Transactions execution, Risk Management, Regulatory Compliance and Market Research

• Participate in the execution of IB transactions, including IPOs, private placements, syndications, financial restructuring, project finance and buyouts.
• Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards,
• Ensure smooth execution of the end-to-end process of financial and operational Due diligence
• Prepare pitch books, proposals, financial models, presentations and transaction documents.
• Coordinate with legal, compliance, and other internal and external teams to ensure seamless transaction execution.

3- Performance Management and Brand Positioning

• Contribute to the revenue and profitability targets for the IB unit.
• Prepare and present financial reports to senior management and stakeholders.
• Position the bank as a top Islamic Investment Banking Solutions provider in Oman and the GCC region.

Education

• Bachelor’s degree in any discipline, preferably in Finance/Economics/Business
• Master’s Degree is preferable

Professional Qualifications

• CFA or FRM (Desirable)

Work Experience

• Minimum 3 years work experience in banking/financial institutions with focus on Investment Banking deals such as DCM, ECM, Syndications and Advisory.
• Well-versed with local and international capital market standards, rules & regulations with track record of success in structuring and executing Investment Banking transactions
• Experience in evaluating corporate finance transactions and structures
• Experience in closing transactions and driving business growth.

General Competencies

• Strong analytical and financial modelling skills.
• Excellent communication, negotiation and presentation skills
• Ability to work with cross functional teams and track business development
• Ability to multi-task, prioritize, and pivot efficiently
• Excellent organization and interpersonal skills
• Ability to build and maintain relationships with clients, colleagues, and stakeholders.
• Competent with MS Office and comfortable with using platforms such as Bloomberg/Reuters
• Other core competencies: Ability to work under pressure, Pro-active, Self-driven, Integrity, and passion for Customers.